ICON Consumer Select Fund (ICFSX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICFSX
ICFSX charges 1.32% annually. There are 18 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.90B | Feb 2004 | ICFSX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | ICFSX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | ICFSX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | ICFSX vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | ICFSX vs FSLBX |
Best Risk-Adjusted Alternatives to ICFSX
ICFSX has a PortfoliosLab risk / return rank of 19. There are 17 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | ICFSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 86 | — | Oct 2018 | ICFSX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | ICFSX vs RMBKX | |
| John Hancock Regional Bank Fund | 57 | — | Jan 1992 | ICFSX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 55 | — | Jan 1997 | ICFSX vs HSFNX |
Top Performing ICFSX Alternatives (YTD)
ICFSX is at 4.33% YTD. There are 22 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 20.12% | — | Jun 1999 | ICFSX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.26% | — | Jan 1992 | ICFSX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 19.05% | — | Aug 1994 | ICFSX vs BTO | |
| Fidelity Select Banking Portfolio | 15.84% | — | Jun 1986 | ICFSX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.24% | — | Jan 1997 | ICFSX vs HSFNX |
Lowest Volatility Alternatives to ICFSX
ICFSX has 14.30% 1-year volatility. There are 4 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.38% | — | Aug 2003 | ICFSX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | ICFSX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.56% | — | Oct 2018 | ICFSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.61% | — | Oct 2018 | ICFSX vs GAFSX | |
| Rydex Financial Services Fund | 14.31% | — | Apr 1998 | ICFSX vs RYFIX |
Lowest Drawdown Alternatives to ICFSX
ICFSX has a 1-year max drawdown of -12.67%. There are 7 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | ICFSX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | ICFSX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | ICFSX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | ICFSX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | ICFSX vs RMBKX |
Other Mutual Funds from ICON Funds
The 5 most viewed ICON Funds mutual funds shown here include IOLZX, IOEZX, ICTEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | Large Cap Growth Equities | 80 | 28.40% | — | Oct 2002 | ICFSX vs IOLZX | |
| ICON Equity Income Fund | Diversified Portfolio | 94 | 20.77% | — | May 2004 | ICFSX vs IOEZX | |
| ICON Health and Information Technology Fund | Technology Equities | 85 | 28.31% | — | Feb 1997 | ICFSX vs ICTEX | |
| ICON FlexibleBondFund | Multisector Bonds | 86 | 1.89% | — | May 2004 | ICFSX vs IOBZX | |
| ICON Natural Resources and Infrastructure Fund | Infrastructure Equities, Energy Equities | 80 | 20.52% | — | May 1997 | ICFSX vs ICBMX |
Often Compared With ICFSX
Investors most often compare ICFSX with SCHD, FNSTX, SBFAX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ICFSX with Any Fund or Stock
Compare ICFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICFSX with funds that move differently
ICON Consumer Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICFSX.
Explore ICFSX Diversifiers